Heritage Wealth Management (Ohio)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$417K	Hold
2025 Q2	$405K	Buy
2025 Q1	$400K	Buy
2024 Q4	$382K	Buy
2024 Q3	$212K	Sell
2024 Q2	$235K	Buy